ESS vs. EWZ
Compare and contrast key facts about Essex Property Trust, Inc. (ESS) and iShares MSCI Brazil ETF (EWZ).
EWZ is a passively managed fund by iShares that tracks the performance of the MSCI Brazil 25/50 Index. It was launched on Jul 10, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESS or EWZ.
Correlation
The correlation between ESS and EWZ is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ESS vs. EWZ - Performance Comparison
Key characteristics
ESS:
1.41
EWZ:
-0.48
ESS:
1.95
EWZ:
-0.53
ESS:
1.24
EWZ:
0.94
ESS:
0.98
EWZ:
-0.21
ESS:
5.90
EWZ:
-0.79
ESS:
4.97%
EWZ:
14.09%
ESS:
20.89%
EWZ:
23.13%
ESS:
-62.67%
EWZ:
-77.25%
ESS:
-8.17%
EWZ:
-45.26%
Returns By Period
In the year-to-date period, ESS achieves a 4.90% return, which is significantly lower than EWZ's 16.97% return. Over the past 10 years, ESS has outperformed EWZ with an annualized return of 5.78%, while EWZ has yielded a comparatively lower 2.47% annualized return.
ESS
4.90%
-3.49%
3.34%
28.28%
12.99%
5.78%
EWZ
16.97%
10.12%
-5.72%
-11.32%
11.69%
2.47%
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Risk-Adjusted Performance
ESS vs. EWZ — Risk-Adjusted Performance Rank
ESS
EWZ
ESS vs. EWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essex Property Trust, Inc. (ESS) and iShares MSCI Brazil ETF (EWZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ESS vs. EWZ - Dividend Comparison
ESS's dividend yield for the trailing twelve months is around 3.37%, less than EWZ's 7.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESS Essex Property Trust, Inc. | 3.37% | 2.57% | 3.73% | 4.15% | 2.37% | 3.50% | 2.59% | 3.03% | 2.90% | 2.75% | 2.41% | 2.47% |
EWZ iShares MSCI Brazil ETF | 7.62% | 8.91% | 5.66% | 12.59% | 9.87% | 1.71% | 2.54% | 2.89% | 1.71% | 1.81% | 4.08% | 3.78% |
Drawdowns
ESS vs. EWZ - Drawdown Comparison
The maximum ESS drawdown since its inception was -62.67%, smaller than the maximum EWZ drawdown of -77.25%. Use the drawdown chart below to compare losses from any high point for ESS and EWZ. For additional features, visit the drawdowns tool.
Volatility
ESS vs. EWZ - Volatility Comparison
Essex Property Trust, Inc. (ESS) has a higher volatility of 6.77% compared to iShares MSCI Brazil ETF (EWZ) at 6.36%. This indicates that ESS's price experiences larger fluctuations and is considered to be riskier than EWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.